Claim Form - Expense Details

This article aims to offer a comprehensive explanation of the various fields present in the claim form. It will describe each field, providing detailed information to ensure that users have a clear understanding of what is required for each section. By elaborating on the specifics of each field, the article seeks to guide users through the process of completing the claim form accurately and efficiently.

Field	Description
Date	Select the date of the expense using the calendar pop-up.
Description	Enter a short description of the expense.
Currency	Select a currency from the drop-down list. Note By default, the currency of your region is populated and therefore the exchange rate is set to 1. If you change the default currency, an alternative exchange rate may be shown. You can overwrite this rate if required (however, this option may be disabled depending on your company's configuration). If the currency you require isn't listed in the dropdown, please contact your internal Finance Team. They can set the exchange rate to make it available to you.
Vendor	Select a vendor from the drop-down list. If the vendor's name is not listed, enter the name of the vendor. Note Vendor names with an asterisk (*) next to them were set by your company, vendor names without an asterisk (*) next to them are the ones you have manually entered for prior expenses.
Gross amount	Enter the gross value of the item in the currency you previously selected.
Tips	Enter the amount tipped (Zeno Expense automatically calculates the GST amount as a percentage of the gross amount not including the tip).
Is GST included?	Select Yes or No. If you click ‘Yes’ Zeno Expense will automatically calculate the applicable GST amount based on your region’s default rate. However, this amount can be overwritten if the actual GST amount charged by the vendor is different from the default rate. Note This field will default to ‘No’ if a foreign currency is selected.
Do you have a tax invoice?	Select Yes or No.
Group	A group name can be created if required. Refer to Group an Item for more details.
Notes and comments	Enter any notes and comments about the claim.

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